About this pro

No one makes taxes easier than Tax Shark. We offer a scheduling tool that allows you to choose an appointment time convenient for you. When you are ready to work with Tax Shark, we are happy to meet by phone, online or in-person. Tax services are provided by a federally licensed Enrolled Agent and Certified Financial Planner™ who specializes in taxation and holds the highest designation awarded by the IRS.
Taxes can be stressful for many people, so I enjoy relieving that stress by taking the time to analyze each situation for tax-saving deductions and credits. My goal is to help my clients keep more of what they earn. I especially enjoy helping clients who have years of unfiled returns get caught up on their taxes and stop worrying about the IRS.

3 years in business

47 hires on Thumbtack

2 employees

Reviews

Customers rated this pro highly for value, work quality, and punctuality.

4.9

28 reviews

5

93%

4

7%

3

0%

2

0%

1

0%

Hagop K.

Very professional, very good value and very friendly and punctual.

Jun 21, 2018

Wendy H.'s reply

Thank you Hagop - it was a pleasure working with you!

Nichol J.

I am very impressed so far and really look forward to working with Wendy tomorrow. She sounds like a wealth of information and I need that. I am not nearly as worried about getting all of this done as I was prior to our phone call. Thanks so much Wendy!

Mar 6, 2018Verified

Wendy H.'s reply

Thank you very much Nichol! Thank you for the opportunity to help you with your taxes. I am looking forward to working with you too!

Olena M.

Wendy was great to work with: professional knowledgeable friendly and efficient!

May 21, 2018Verified

Zachary E.

Wendy is a wizard! Set in a beautiful planted grotto, the office is simple, but the service is not. She was prompt, professional, & a great communicator. Highly Recommend!

May 11, 2018Verified

Daniel J.

Absolute professional...prepared to file an extension for me without me asking...and done!

Apr 20, 2018Verified

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Credentials

Background check completed

License verified

Top Pro status

This pro is currently a Top Pro.

Top Pros are among the highest-rated, most popular professionals on Thumbtack. Only 4% of Thumbtack professionals currently qualify for Top Pro status—an elite group.

All year

Jul - Dec

Photos and Videos

13 photos

Payment methods accepted

Credit card, Cash

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?

Pricing depends on the type of work we are doing and how extensive it is. We believe in transparency and up-front pricing, so we include pricing for several types of services on our website at taxshark.tax/pricing.

What is your typical process for working with a new customer?

We offer a complimentary 15 minute phone consultation to discuss any questions or tax problems you may have. For clients who are ready to work together, we are happy to meet by phone, online or in-person. All appointments can be scheduled online using our scheduling tool at taxshark.tax/schedule-an-appointment.

What education and/or training do you have that relates to your work?

Wendy earned her Bachelor's Degree in Business Management from Southern Oregon University and her Master's of Science degree in Finance from Indiana University. She is also an IRS Enrolled Agent, which is the highest designation awarded by the IRS and allows her to represent clients before the IRS. In addition to helping Tax Shark's clients with their tax returns, Wendy is also a CERTIFIED FINANCIAL PLANNER™ and owner of Heirloom Financial Services.